New U.S. Residents

Opes Wealth Management provides comprehensive financial planning and risk management solutions for individuals, business owners, and employers in the United States. Our services are designed to align with each client’s goals, risk tolerance, and overall financial situation.

We offer guidance to new U.S. residents navigating financial planning and investment strategies. For business owners, we help evaluate risk protection strategies aimed at supporting long-term financial stability. For employers, we assist in designing and implementing employee benefit programs, including employer-sponsored retirement plans, group life insurance, and disability income (DI) insurance.

We proudly serve a diverse client base and offer education in English, Portuguese, and Spanish to support clear and effective communication and  understanding.

Investment and insurance products involve risk, including possible loss of principal, and are not suitable for all investors. Guarantees are based on the claims-paying ability of the issuing insurance company. Clients should consult with their tax and legal advisors regarding their individual circumstances.

Please be advised that all official business activities, communications, and documentation will be conducted in English.